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Second managers

Written by Laura Bennett

The role of a second manager

A second manager can...

  • see the people they're the default second manager for on their Team tab

  • view their direct report's profile (and below in the primary reporting hierarchy if the "Enable hierarchy visibility for manager's managers" setting is enabled)

  • add new objectives for the direct report

  • confirm the direct report's objectives and edit already confirmed objectives

  • add progress updates to direct report's objectives

  • update the current status of the direct report's objectives

  • mark the direct report's objectives as finished and add a final rating (if required)

  • access all past and ongoing reviews including feedback from colleagues (can be impacted by other account settings)

  • add comments to the direct report's review if they're assigned as the second manager on the specific review

  • set-up their own check-ins with the direct report

  • request and see 360 feedback for the direct report's reviews

Default managers (reviewers) are generally responsible for closing reviews for the direct report (reviewee), not the second manager, but this depends on the workflow you're using.

Enabling second managers

Note: You will need Configurator access to enable the Second Manager feature.

Click on Configuration and then select the 'User Provisioning' tab, then select the 'User Fields' drop down tab.

You will need to click the toggle under the 'Second Manager' section to enable this feature.

Assigning second managers

Note: You will need Administrator access to assign second managers.

Follow the steps for Editing users individually or Editing users in bulk and search for the user's second manager in the dropdown next to the 'Second manager' field.

Info: Any reviews created from now on will include the second manager. If you'd like to include them on any in-progress reviews, edit the reviews to add them.

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